Asia Shorts: Geely, Ganfeng, Pharmaron, Evergrande, Fujitsu, Canon, Renesas, Toshiba, LGD, Doosan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
202 Views
Renesas Placement Update - Doing Much Better than Its past Deals. Could Impact Post-Deal Performance
Renesas and INCJ, aims to raise around US$3.4bn via selling a mix of primary and secondary shares. We covered most aspects of the deal in our...
250 Views
Asia Shorts: Sunny Optic, CMB, Ping An, 7&I, Keihan, Celltrion, Shinpoong, KCC, China Steel, Novatek
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
351 Views
Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance is higher for global equities. In this report, we...
252 Views
Silicon Wafers. Why The Tepid Growth Despite Strength in WFE, Foundry & Logic?
With the WFE and foundry segments set for >20% growth in 2020, why are silicon wafer area shipments growing by only 2.4%? Here's what we think the...
340 Views